QuickBooks

Overview of the QuickBooks BDK Book.

Overview

QuickBooks is a leading accounting software solution for small to medium-sized businesses. This integration enables automated financial data entry, invoice processing, expense tracking, and reporting workflows. Streamline accounting processes and maintain accurate financial records through automation.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• QuickBooks (BDK)

How to Add the Book(s)

1. Go to Books from the left navigation menu.

2. Click on + New Book.

3. Search for name of the book and click on it.

4. You'll be prompted for connectivity details if the book requires configuration.

5. Click on Add to finish adding the book to your agent.

6. Publish your agent.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using token

Connects to QuickBooks using OAuth access token.

Label	Description	Type
token	The OAuth access token for QuickBooks authentication.	text

Configuration

The following table details all the available configuration options for this book.

Concept	Description	Type	Default Value
company id	Get the value of the company id.	number
quickbook environment	Get the current environment.	text

Configuration can be set or retrieved as shown in the following examples: